Practical analysis for investment professionals

Leadership, Management & Communication Skills


How to Future-Proof Your Career: T-Shaped Skills

Where should we focus our personal development so that it has the maximum benefit?

How to Talk to Clients about Inflation

Clients have concerns about inflation. Here are a few tips to approach these conversations.

A Tale of Two Suits: The Three Capitals of Career Success

Eric Sim, CFA, explains how human capital, financial capital, and social capital helped build his career in finance.

Angela Duckworth: The Power of Grit

What's more important to success — talent or effort?

From No to Yes: Persuading Clients with the 3Ps Method

What is the 3Ps method? And how can it transform rejection into approval?

The Financial Adviser Value Proposition: The Five Components

What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?

Women and Money Making: What’s Your Business Model?

In celebration of International Women’s Day 2022, Barbara Stewart, CFA, shares how women in various countries and cultures think about business models.

Retirement Income: Six Strategies

How can we mitigate sequence of returns risk (SoRR)?

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

How to Master Social Media: Seven Tips to Attract More Followers

What's the secret to building your followers on social media?



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